Monte Financial Group, LLC
Monte Financial Group, LLC (CRD# 150119) is a financial advisory firm headquartered in Guilford, CT. They manage $372,789,483 in 404 accounts and serve the financial needs of clients across 10 states (or territories).
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Total Assets Under Management373MILLION
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Total Number of Accounts404ACCOUNTS
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Average Account Value$922,746
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
CT, FL, GA, MA, ME, NC, NY, PA, TX, VA
William Leete (CRD# 2400776) is an Investment Advisor Representative working at Monte Financial Group, LLC in Guilford, CT and has over 30 years of experience in the finance industry.
Alexander Monte (CRD# 6351502) is an Investment Advisor Representative working at Monte Financial Group, LLC in Guilford, CT and has over 9 years of experience in the finance industry.
Robert Monte (CRD# 1259890) is an Investment Advisor Representative working at Monte Financial Group, LLC in Guilford, CT and has over 39 years of experience in the finance industry.
Cameron Davignon (CRD# 7254263) is an Investment Advisor Representative working at Monte Financial Group, LLC in Guilford, CT and has 1 year of experience in the finance industry.
Benjamin Monte (CRD# 7274760) is an Investment Advisor Representative working at Monte Financial Group, LLC in Guilford, CT and has over 3 years of experience in the finance industry.